Advice
Knowfee works with you to get a deep understanding of your financial & life goals. Knowfee knows we are all unique, and all have unique life and financial goals. Knowfee builds you a comprehensive financial plan/map that covers all aspects of your life and finances.
Knowfee provides fee-for-service financial planning advice and services tailored to you that are open, honest, and unbiased.
Never pay a bank fee or commission to your advisor again.

Budgeting
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"Do I spend more than I make? What happens to my money every month?"
Knowfee builds a budget and spending plan that's tailored to you and your income, designed specifically to help you take control of your budget. Update and change your budget plan on the go, as life changes through the application.

cASHFLOW
"I don't know if I'm going to be able to pay all my bills this month, I feel stressed out by not knowing my expenses."
Knowfee will plan your income and expenses starting today and every day moving foward, so that you have less stress and stop worrying about the future and enjoy life today.

Paying off debt
"My monthly debt payments are out of control, I don't know what to do and it makes me feel sick."
Knowfee will help you get your debt under control and achieve financial freedom.
One of the best places to start paying off debt is by eliminating the commission you currently pay your advisor on that debt.

Keeping finances simple
“I have accounts all over and spend too much time banking and managing my finances!”
Managing your personal finance shouldn’t be hard.
Knowfee organizes and creates structure for all your finances in one app. Through our financial planning app and platform, all your financial information is organized under one profile, even if those accounts are at 4 different banks. Spend more time doing the things you enjoy most.

buYING A hOUSE
“Can I buy a house? How much house can I afford? Can I manage all the new expenses that come with a house?”
Buying a home is one of the biggest decisions of your life, and it can be stressful. Knowfee helps you answer the difficult questions and provides you with road map to making this dream a reality.
Paying no mortgage commission to your advisor is a great way to kick-start your goal of buying a house!

Planning For A Family
“Can I afford everything I need for my baby? Can I stay at home with my family?” Do I have enough money to pay for my children's education?" Having a family is expensive and government programs and incentives are confusing.
Knowfee will create a plan tailored to your family that is built to optimize all government programs and help you save for your children's education.

Major Life Goal
"I want to buy a cottage, can I afford too? I've always been interested in real estate, what do I need to do to get myself an income property?" Knowfee knows we are all unique and have unique life goals and desires. Our financial platform will create a map for you to achieve your unique life goals.

Minimizing taxes
"I hate paying taxes! My neighbour makes more than me, and some how she always gets a return and I need to pay."
Knowfee will create a comprehensive financial plan that is tailored to your unique life and goal's all while minimizing the taxes you pay and maximizing grants.

estate planning
"What happens to my family, if something happens to me unexpectedly? Can they afford our home, what happens to the mortgage, and my RSP?"
Nobody likes to plan for the worst case, but we help you be proactive with personalized estate planning that will help mitigate taxes and risks to your family, while protecting you from the "what if".

Retirement Planning & Financial indepence
"Retirement planning isn't for me, I like to enjoy life."
Knowfee will help you to achieve financial independence, where work becomes optional and enjoying life becomes routine. Knowfee will create a tax efficient plan to achieve your financial independence as soon as possible.
Who said retirement was about enjoying things later in life? Start living life to the fullest earlier!

Investment Planning
"Who is my advisor, and how much do I pay them in fee's? Is my Financial Planner doing what's best for me?"
Knowfee provides a second opinion and a plan to eliminate the commission you pay your Financial Advisor/Planner on your investments. We help minimize taxes, stay on track, and stay comfortable with your level of risk, so that you can achieve your investment goals quicker.
